Ask Kim

Dear Kim, Dear Kim, although I am only in my late 40’s I realized that my parents are approaching retirement age. Should my financial plans include contingencies for their care and future needs, like assisted living? Where should I start, and what… Read more »

Dear Kim, I have seen on Social Media and the news a lot of reports about crypto tokens like BitCoin, and I know their value seems to go really high and then drop seemingly overnight. Some notable investors like Warren Buffett hate… Read more »

Dear Kim, I’m currently going through a divorce that I did not see coming, and the financial aspects are overwhelming. My soon-to-be-ex husband and I have an adult son that is developmentally delayed and lives with me, but we’ve not made any… Read more »

Dear Kim, I recently lost my husband to a long cancer struggle, and amidst the emotional turmoil, I’m struggling to manage our estate and financial plans. We had shared financial goals and responsibilities, and now I find myself uncertain about how to… Read more »

Dear Kim, I’ve spent many years building my career in a single industry, but I’m now contemplating a significant career change. This new path is something I’m passionate about, but it may initially come with a lower salary, and the transition feels… Read more »

Dear Kim, I’m nearing retirement age and feeling overwhelmed by the options for managing my savings. It feels unfair that all these plans seem to be a “one size fits all” situation. How can I ensure my retirement funds are structured to… Read more »

Dear Kim, I’ve recently inherited a substantial sum of money. I’m fairly young, only twenty-nine, and this amount of money is more than my bank account has ever seen (maybe even collectively). It’s honestly a little bit daunting to have in there.… Read more »

Dear Kim, My husband and I have different investment styles and goals, which often leads to conflicts when discussing our financial plans. How can we compromise? We both understand the value of a dollar, but he has a harder time justifying things… Read more »

Dear Kim, My oldest is getting married this summer to his high school sweetheart, and we couldn’t be happier!  We’ve known our future daughter-in-law since she was eight, as they’ve gone to school together since the second grade, though they didn’t begin… Read more »

Dear Kim, I found you through Facebook. I grew up in a very old-fashioned family, where my father handled the finances while my mother watched us children and tended to the house.  In my marriage, many of the same patterns have repeated. I’m happy,… Read more »

Dear Kim,  My husband passed this past year. While there is still healing to be done, it wasn’t unexpected. He’s in a better place now and I’m grateful he’s no longer hurting.  All that to say, this is the first tax season… Read more »

Dear Kim, I’m not the most knowledgeable when it comes to finances, but I’m getting married in a few months and my fiancé and I want to do the “right” thing when it comes to our finances. I know that could mean… Read more »